Canadian Research Monitor: Research Highlights: Week of July 06 - July 10

Research evidence excerpt

Canadian Research Monitor: Research Highlights: Week of July 06 - July 10

J P M O R G A N North America Equity Research

13 July 2026

Canadian Research Monitor

Research Highlights: Week of July 06 - July 10

Discover key market insights, highlighted stories, initiations, rating changes, our Head of North America Equity

Analyst Focus List and Catalyst Watch, all designed to guide your investment Research

decisions. Ken Goldman AC

(1-212) 622-0359

Payments & Processors Coverage Watch Items ken.goldman@jpmorgan.com

Head of North America Equity

Thoughts into 2Q Earnings Season - Tien-tsin Huang, CFA, 08-July-2026 Research Product Management

Below we list key watch items for each stock in our Payments & Processors William Funke

coverage heading into the C2Q26 earnings season. Our objective is to highlight (1-212) 622-2597

topics that we think are most important to investors and could change stock william.c.funke@jpmorgan.com

perceptions, including key debates and catalysts that do not appear fully priced in. J.P. Morgan Securities LLC

SMid Cap Industrials

The Implications of 800V DC Data Center Architecture on Our Power

Infrastructure Coverage - Tomohiko Sano, 10-July-2026

We remain constructive on the U.S. power infrastructure subsector, supported by

ongoing electrification, data center investment, and grid modernization. Recent

investor conversations have focused on whether the shift to 800V DC architectures

in data centers could disrupt the predominantly AC-based grid.

GFL Environmental

Thoughts on Take-Private Media Reports - Tami Zakaria, 06-July-2026

Over the weekend, several media outlets reported that GFL is exploring a take-

private deal amid buyout interest (see one such source here). The reports did not